Purchases and Sales Made in Q3 2023 in Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR) during Q3 2023. The information is specifically focused on institutions that hold shares of DOLLAR TREE, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-25- 12.14% |
$2.61K - $3.86K
|
181
$13.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-26- 1.35% |
$2.71K - $4.01K
|
1.9K
$145K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-27- 13.24% |
$2.82K - $4.17K
|
177
$13.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-29- 19.21% |
$3.03K - $4.48K
|
122
$9.33K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30- 6.34% |
$3.13K - $4.63K
|
443
$33.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-30- 33.33% |
$3.13K - $4.63K
|
60
$4.59K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-32- 0.65% |
$3.34K - $4.94K
|
4.93K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-33- 56.9% |
$3.45K - $5.09K
|
25
$1.91K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-34- 1.79% |
$3.55K - $5.25K
|
1.86K
$143K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-38- 58.46% |
$3.97K - $5.86K
|
27
$2.06K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-39- 31.45% |
$4.07K - $6.02K
|
85
$6.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-40- 0.71% |
$4.18K - $6.17K
|
5.6K
$429K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-43- 4.36% |
$4.49K - $6.64K
|
943
$72.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-43- 1.36% |
$4.49K - $6.64K
|
3.13K
$239K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-44- 2.17% |
$4.59K - $6.79K
|
1.98K
$151K
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-46- 2.39% |
$4.8K - $7.1K
|
1.88K
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-46- 18.47% |
$4.8K - $7.1K
|
203
$15.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-46- 12.01% |
$4.8K - $7.1K
|
337
$25.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-50- 78.13% |
$5.22K - $7.72K
|
14
$1.07K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-51- 0.91% |
$5.32K - $7.87K
|
5.55K
$424K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-54- 15.65% |
$5.64K - $8.33K
|
291
$22.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-61- 66.3% |
$6.37K - $9.41K
|
31
$2.37K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-69- 4.2% |
$7.2K - $10.6K
|
1.57K
$120K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-76- 1.74% |
$7.93K - $11.7K
|
4.3K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-95- 0.2% |
$9.92K - $14.7K
|
46.3K
$3.54M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-97- 6.97% |
$10.1K - $15K
|
1.3K
$99K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-97- 6.97% |
$10.1K - $15K
|
1.3K
$99K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 5.67% |
$10.4K - $15.4K
|
1.66K
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-102- 0.99% |
$10.6K - $15.7K
|
10.2K
$784K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-102- 3.07% |
$10.6K - $15.7K
|
3.22K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-112- 3.83% |
$11.7K - $17.3K
|
2.81K
$215K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-113- 1.97% |
$11.8K - $17.4K
|
5.63K
$430K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-113- 5.23% |
$11.8K - $17.4K
|
2.05K
$157K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-115- 1.28% |
$12K - $17.7K
|
8.9K
$680K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-118- 4.4% |
$12.3K - $18.2K
|
2.57K
$196K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-120- 22.86% |
$12.5K - $18.5K
|
405
$31K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-125- 3.57% |
$13.1K - $19.3K
|
3.38K
$258K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-129- 2.27% |
$13.5K - $19.9K
|
5.54K
$424K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
SELL
|
- |
-133- 27.2% |
$13.9K - $20.5K
|
356
$27.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-134- 6.89% |
$14K - $20.7K
|
1.81K
$139K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-137- 40.29% |
$14.3K - $21.1K
|
203
$15.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-140- 2.08% |
$14.6K - $21.6K
|
6.6K
$505K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-146- 7.07% |
$15.2K - $22.5K
|
1.92K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-148- 13.54% |
$15.5K - $22.8K
|
945
$72.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-150- 15.18% |
$15.7K - $23.1K
|
838
$64.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-156- 1.36% |
$16.3K - $24.1K
|
11.3K
$863K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-158- 18.31% |
$16.5K - $24.4K
|
705
$53.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-163- 0.92% |
$17K - $25.2K
|
17.6K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-164- 6.83% |
$17.1K - $25.3K
|
2.24K
$171K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-170- 4.95% |
$17.7K - $26.2K
|
3.26K
$250K
|